Gradient Capital Advisors LLC Increases Holdings in Dimensional US Small Cap Value ETF $DFSV

Gradient Capital Advisors LLC increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 197,631 shares of the company’s stock after purchasing an additional 17,255 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 1.7% of Gradient Capital Advisors LLC’s holdings, making the stock its 19th largest position. Gradient Capital Advisors LLC owned 0.11% of Dimensional US Small Cap Value ETF worth $6,500,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Avant Financial Advisors LLC grew its position in shares of Dimensional US Small Cap Value ETF by 5.0% in the third quarter. Avant Financial Advisors LLC now owns 326,860 shares of the company’s stock valued at $10,407,000 after purchasing an additional 15,464 shares in the last quarter. Bayshore Asset Management LLC grew its position in shares of Dimensional US Small Cap Value ETF by 72.5% in the fourth quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock valued at $2,697,000 after purchasing an additional 34,461 shares in the last quarter. Dakota Wealth Management purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at $2,157,000. Sensenig Capital Advisors Inc purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at $656,000. Finally, Evanson Asset Management LLC grew its position in shares of Dimensional US Small Cap Value ETF by 7.8% in the fourth quarter. Evanson Asset Management LLC now owns 1,027,169 shares of the company’s stock valued at $33,784,000 after purchasing an additional 74,470 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV opened at $37.42 on Friday. The stock has a market cap of $7.45 billion, a PE ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a fifty-two week low of $27.51 and a fifty-two week high of $38.03. The stock has a fifty day moving average of $36.11 and a 200-day moving average of $34.82.

Dimensional US Small Cap Value ETF Company Profile

The Dimensional US Small Cap Value ETF (DFSV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in broad and diverse portfolio of US small-cap companies. Stock selection is based on value characteristics and weighted by market capitalization. DFSV was launched on Feb 24, 2022 and is managed by Dimensional.